Bartlett & Co. LLC’s Ishares Tr Position
Does Bartlett & Co. LLC own Ishares Tr (SHY)? Yes — 145.2K shares worth $12M (+0.19% of its 13F portfolio) as of Q4 2023, up from 1.8K shares the prior filed quarter.
Position Value
$12M
Q4 2023
Shares
145.2K
% of Portfolio
+0.19%
Quarters Held
15
currently held
Position History SHY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 145.2K | $12M | +0.19% |
| Q3 2023 | 1.8K | $147,000 | 0.00% |
| Q2 2023 | 1.8K | $147,000 | 0.00% |
| Q1 2023 | 1.9K | $159,000 | 0.00% |
| Q4 2022 | 2.0K | $164,000 | 0.00% |
| Q3 2022 | 2.9K | $236,000 | +0.01% |
| Q2 2022 | 2.9K | $240,000 | 0.00% |
| Q1 2022 | 2.9K | $242,000 | 0.00% |
| Q3 2021 | 2.9K | $248,000 | 0.00% |
| Q2 2021 | 1.9K | $162,000 | 0.00% |
| Q1 2021 | 1.4K | $121,000 | 0.00% |
| Q4 2020 | 1.4K | $121,000 | 0.00% |
| Q3 2020 | 650 | $56,000 | 0.00% |
| Q2 2020 | 650 | $56,000 | 0.00% |
| Q1 2020 | 650 | $56,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of SHY.